SPYderCrusher

Market Themes: NO chance of rate hike, NO Deflation - USD

AMEX:UUP   POWERSHARES DB US DOLLAR INDEX BULLISH FUND
This is a year-to-date chart scaled on a percentage basis that outlines the relationship between the US Dollar             , 20 yr+ Treasuries, Gold             , Energy (think oil             , gas etc), the Euro             , and the US Real Esate Index . These represent the different investment classes in the market (rate-sensitive instruments, earnings sensitive instruments, and hard assets).

As you can see there is a huge disparity with US Dollar             , Treasuries, and Real Estate at highs while Gold             , Energy, and the Euro             is quite low.

What this implies thematically is clear: The market currently believes there is NO chance of a rate hike (see treasuries, real estate), that there is NO chance of deflation (see EURO             and Dollar relationship, and Gold             / Energy underperformance) and, although it is not shown since the chart was getting cluttered, there is no indication that corporate earnings are at risk.

Follow this chart because these themes are where you should be focusing your asset allocation.
Imagine yourself objectively analyzing markets, visualizing risk & enhancing the timing of trades.

SCMR Trends™ is TradingView's most popular add-on software for a reason.

--> www.tradingview.com/market/sc-spydercrusher

Disclaimer: goo.gl/RsfTKX
Fed needs ammo

best chance to do so is in December 2016
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SPYderCrusher PRO QuantitativeExhaustion
a month ago
I think so too. I don't think it has to do with "ammo" -- that's not really how they engage in their decision making process -- but, even if that's exacty how they engage in their decision making process, I agree the net outcome is a December raise
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